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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CFB
851
Cullen/Frost Bankers
Texas
$680K -$169K -3,795 -19%
BB
852
Busey Bank
Illinois
$679K -$33.5K -751 -5%
AWM
853
Atticus Wealth Management
Florida
$678K – – –
MIM
854
Morningstar Investment Management
Illinois
$678K -$1.41M -31,533 -67%
VF
855
Virtu Financial
New York
$675K +$695K +15,564 New
CFO
856
Callan Family Office
Pennsylvania
$672K +$691K +15,488 New
DA
857
Dover Advisors
Virginia
$670K -$17.9K -400 -3%
CHC
858
City Holding Co
West Virginia
$667K – – –
FFM
859
Fullerton Fund Management
Singapore
$664K +$683K +15,298 New
WQ
860
Wealth Quarterback
New Jersey
$663K +$11.9K +266 +2%
CBTWT
861
Community Bank & Trust (Waco, Texas)
Texas
$663K +$114K +2,551 +20%
SLI
862
Sumitomo Life Insurance
Japan
$661K -$26.4K -592 -4%
FIM
863
Freedom Investment Management
Connecticut
$659K +$96K +2,151 +16%
DAL
864
Delta Accumulation LLC
California
$656K +$179 +4 +0%
FCCM
865
First City Capital Management
Georgia
$655K +$23.2K +520 +4%
LOPW
866
Live Oak Private Wealth
North Carolina
$654K -$14.9K -335 -2%
Loomis, Sayles & Company
867
Loomis, Sayles & Company
Massachusetts
$650K -$88.1K -1,974 -12%
ECM
868
Evergreen Capital Management
Washington
$647K +$6.07K +136 +0.9%
HPC
869
HM Payson & Co
Maine
$644K -$223 -5 -0%
BRWA
870
B. Riley Wealth Advisors
Florida
$644K -$1.54M -34,585 -70%
LA
871
LVW Advisors
New York
$644K -$280K -6,279 -30%
GIA
872
Gladstone Institutional Advisory
Florida
$639K +$321K +7,194 +95%
CTI
873
Community Trust & Investment
Kentucky
$639K -$221K -4,950 -25%
TIM
874
Thompson Investment Management
Wisconsin
$637K -$22.3K -500 -3%
RFA
875
Register Financial Advisors
Georgia
$636K +$2.19K +49 +0.3%